• Home
  • About
    • About Us
  • Services
    • For Individuals
      • College Financial Planning
      • Elder Care–Financial Care
      • Estate Planning Done Right
    • For Small Businesses
      • "Hassle Free" QuickBooks Setup
      • "Reset" Your QuicksBooks
      • “Part Time CFO” Services (Membership Retainer Plans)
      • Accounting Done For You and Made Easy
      • Clear and Simple CashFlow Management
      • Internal Systems For Your Business
      • Non-Profit Started And Managed
      • Payroll Services Done Right
      • Plan For Your Succession
      • Quickbooks Services Made Easy
      • QuickBooks Training For You or Staff
      • Start A Business Smoothly
      • Strategic Business Coaching
    • Tax Services
      • Tax Planning For Big Savings
      • Tax Preparation Done Right
    • Additional Services
  • Tools & Resources
    • Financial Calculator Gallery
    • Refund Tracker
  • Contact Us
  • Blog

Call Now: (610) 285-9883

Email Senior Tax & Advisory Services

About

clientpic

Welcome to Strategic Tax & Advisory Services!

Strategic Tax & Advisory Services is a Veteran owned business and was founded in 2010 by Jarrod Barton CFP® . Strategic Tax & Advisory Services provides personal income tax preparation for individuals, families and business owners in Delaware County PA. Our firm believes in providing you with excellent service and great value in preparing your personal tax return. Our returns are prepared by experienced tax specialists, Enrolled Agents, and/or CPA’s. We offer electronic filing to help expedite your refund. Located right in Media PA off Providence Road

Jarrod’s career in the financial services industry began in 1997 and since then he has been striving to become the best Tax and financial planning resource he can be for his clients. Jarrod realized that speaking with clients and prospective clients in plain English allowed him to provide personalized advice which could serve their long-term financial needs.

This has led him down a path of constant education and improvement. Over the years he has obtained the two most distinguished financial planning designations in the industry, these are the Chartered Financial Consultant (ChFC) and the CERTIFIED FINANCIAL PLANNER™ (CFP®). Both focus on developing comprehensive solutions to address clients financial needs.

Jarrod lives in Swarthmore PA and is married to his lovely wife Joanna and has three wonderful children Violet, Adeline, and Lincoln. Jarrod enjoys camping, hiking, and supporting Veteran causes.

    Call our office (610) 285-9883 or send us a brief email with the form provided, and we will be in touch right away.

    Your Name (required)

    Your Email (required)

    Subject

    Your Message

    Latest Posts

    • 4 Very Common Mistakes Media, PA Investors Should Avoid When Opening An IRA
    • Why You Should Consider Giving Away Your Tax Refund by Jarrod Barton
    • Jarrod Barton’s Tax Paperwork Checklist
    • Four Tips On Gently Encouraging Your College Graduate Living At Home To Independence by Jarrod Barton
    • The Top 12 2020 IRS Scams by Jarrod Barton
    • Start The Estate Planning Process During Tax Season by Jarrod Barton
    • A Media, PA Tax Professional’s Valentine’s Day Plan
    • What To Look For In a Media, PA Tax Professional
    • Common Tax Return Errors To Avoid For Media, PA Self-Preparers
    • Jarrod Barton’s Rule From The Successful
    Strategic Tax & Advisory Services | 1100 N. Providence Road, Suite 100 Media, PA 19063 | (610) 285-9883
    Investment advisory services are offered through WealthWise Advisors, LLC -- a Pennsylvania Registered Investment Advisor
    © Copyright 2020 – Strategic Tax & Advisory Services – All Rights Reserved.

    • Home
    • About
      ▼
      • About Us
    • Services
      ▼
      • For Individuals
        ▼
        • College Financial Planning
        • Elder Care–Financial Care
        • Estate Planning Done Right
      • For Small Businesses
        ▼
        • “Hassle Free” QuickBooks Setup
        • “Reset” Your QuicksBooks
        • “Part Time CFO” Services (Membership Retainer Plans)
        • Accounting Done For You and Made Easy
        • Clear and Simple CashFlow Management
        • Internal Systems For Your Business
        • Non-Profit Started And Managed
        • Payroll Services Done Right
        • Plan For Your Succession
        • Quickbooks Services Made Easy
        • QuickBooks Training For You or Staff
        • Start A Business Smoothly
        • Strategic Business Coaching
      • Tax Services
        ▼
        • Tax Planning For Big Savings
        • Tax Preparation Done Right
      • Additional Services
    • Tools & Resources
      ▼
      • Financial Calculator Gallery
      • Refund Tracker
    • Contact Us
    • Blog